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Customer Operations

Pillar 9 · Implementation A structured review of onboarding, lifecycle management and expansion readiness.

What is inside this module

  • Assessment of onboarding consistency and clarity
  • Analysis of lifecycle management and risk monitoring
  • Review of value realisation and success planning
  • Exploration of expansion readiness and triggers

Price: €149 per module

Capabilities assessed

  • Structure and clarity of onboarding processes
  • Definition of health metrics and alerting
  • Quality of QBRs and customer communication
  • Coordination with sales, support and product
  • Mechanics of renewal and expansion motions

Common failure patterns

  • Onboarding without clear success criteria
  • Health tracked manually instead of systematically
  • QBRs that do not drive action or insight
  • Misalignment between CS, sales and product
  • Expansion conversations starting too late

Impact on the GTM system

  • Higher retention and more stable revenue
  • Improved customer experience and outcomes
  • Stronger expansion pipeline and growth potential
  • Better alignment across the customer lifecycle